Refine Your Search
Displaying results 1 - 15 of 56
Senior Financial Advisor
NRECA - Arlington, VA
Job Description Homestead Advisers is looking to fulfill one of their Senior Financial Advisor roles. Homestead isn't your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. Our roots run deep in providing high-quality, affordable investment products to over 400 electric cooperatives and their members thro...
Registered Client Service Associate
Stifel - Columbia, MO
The Registered Client Service Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor communications and advertisements, provides overall cu...
Senior Field Development Specialist
Stifel - Saint Louis, MO
The Senior Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers and the Director of Field Development. This is an exciting role to assist in our firm's overall growth strategies and to help build our next generation of Financial Advisors. This role will have multiple moving parts during any given da...
Financial Aid Advisor (College)
Kelly Services - Royal Oak, MI
For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we're here for you! We're seeking a Financial Aid Advisor to work at a college in Royal Oak, Michigan. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Pay Rate: $28.85 per hour Length: Through ...
Senior Client Service Associate-Registered
Stifel - Garden City, NY
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office associates. This position is also permitte...
Trade Review Associate- Life Insurance
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating a life insurance transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associat...
Product & Relationship Management Associate
Stifel - Saint Louis, MO
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The positi...
Client Service Associate - NR
Stifel - Waterloo, IA
Are you a lifetime learner who wants to grow with our team? We are looking for a motivated person to provide outstanding customer service to our clients. The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but ...
Administrative Assistant I
Stifel - Blue Ash, OH
The Administrative Assistant performs a variety of administrative functions in support of the Financial Advisor / Team and works to facilitate the smooth operation of the day-to-day activities. What We're Looking For Answer phones, take messages and transfer/direct to appropriate person. Run daily, monthly and quarterly reports. Assist in ...
Advertising Compliance Analyst
Stifel - Saint Louis, MO
The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing. What We're Looking For • Review any branch or department communications intended to be distributed to members of the public to ensure they are consistent with ...
Administrative Assistant
Stifel - Dallas, TX
The Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitors and callers, handle their inquiries, provide information to callers and/or visitors/guests, take messages...
Registered Client Service Associate
Stifel - Corpus Christi, TX
Under immediate supervision, the Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties. What We're Looking For Perform clerical functions related to opening client accounts and operational and administrativ...
Operations Analyst
City National Bank - New York, NY
OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts....
Client Service Associate
Stifel - Boise, ID
Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provide...
Client Service Associate
Stifel - O'Fallon, MO
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer ...
